iShares Russell 3000 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $355k | 1.2k | 308.67 |
2024-03-31 | $411k | 1.4k | 300.08 |